Client Advisor

Marsh McLennanClearwater, FL
Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Account Manager who will be responsible for managing a high-profile book of business that is complex to handle and generates substantial revenue critical to company operations. This role involves managing the renewal process, providing insurance advice on technical aspects and service support for new and renewal business, maintaining client retention, and managing client accounts receivables/payables. The position also includes client claims management and mentoring associates. The company emphasizes a strong culture, professional development, and colleague well-being.

Requirements

  • Current 2-20 license
  • Extensive knowledge of business insurance policy contracts/coverages
  • Extensive understanding of the regulatory, legislative, and legal issues surrounding critical commercial situations, including understanding of marketplace and market conditions
  • Working knowledge of Sagitta Agency Management System, or willingness to learn

Responsibilities

  • Manage Renewal Process
  • Provide insurance advice pertaining to technical aspects and service support of new and renewal business
  • Maintain client retention of existing accounts
  • Master Sagitta Agency Management System and document management system
  • Mentor associates
  • Problem solving including abstract reasoning
  • Client claims management
  • Manage client accounts receivables/payables
  • Time management and organization
  • Professional Growth and Development

Benefits

  • Generous time off, including personal and volunteering
  • Health Insurance
  • 401k
  • Professional development opportunities
  • Hybrid work
  • Six week paid parental leave for the birth or adoption of a child
  • Charitable contribution match programs
  • Stock purchase opportunities
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